Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.623 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49562.05 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43555.08 Kr¶
PnL: ---------------------------------------> -1320.5 Kr¶
DD now: ---------------------------------> -6.699 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 16:02:27.149580'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.940000 | 1528.180000 | 105.180000 | 7.390000 | 1423.000014 |
| Nederman Holding | 1 | -2.840000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.970000 | 916.080000 | 4.080000 | 0.450000 | 912.000000 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| Atrium Ljungberg B | 5 | 1.010000 | 903.000000 | -1.000000 | -0.110000 | 904.000000 |
| BioGaia B | 8 | 2.360000 | 900.800000 | -3.200000 | -0.350000 | 904.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.530000 | 983.600000 | -9.400000 | -0.950000 | 993.000000 |
| JM | 7 | -0.300000 | 937.300000 | -12.700000 | -1.340000 | 950.000002 |
| AcadeMedia | 20 | -0.700000 | 963.200000 | -14.800000 | -1.510000 | 978.000000 |
| Biotage | 1 | -5.700000 | 133.900000 | -15.100000 | -10.130000 | 149.000000 |
| Vitec Software Group B | 2 | -1.630000 | 1087.000000 | -17.000000 | -1.540000 | 1104.000000 |
| OX2 | 12 | -1.920000 | 889.200000 | -19.800000 | -2.180000 | 909.000000 |
| Gränges | 10 | 0.100000 | 1019.000000 | -20.000000 | -1.920000 | 1039.000000 |
| Vitrolife | 3 | -0.090000 | 656.400000 | -20.600000 | -3.040000 | 677.000001 |
| Bufab | 3 | -0.570000 | 1053.600000 | -22.400000 | -2.080000 | 1076.000001 |
| Hexatronic Group | 15 | 0.340000 | 1048.200000 | -22.800000 | -2.130000 | 1071.000000 |
| INVISIO | 15 | -0.210000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Creaspac SPAC | 40 | -0.100000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Hoist Finance | 36 | 1.300000 | 984.600000 | -26.400000 | -2.610000 | 1010.999988 |
| Investor B | 3 | -1.010000 | 631.200000 | -26.800000 | -4.070000 | 657.999999 |
| Latour B | 4 | -2.220000 | 829.200000 | -26.800000 | -3.130000 | 856.000000 |
| Addnode Group B | 7 | -1.180000 | 877.100000 | -27.900000 | -3.080000 | 904.999998 |
| Sandvik | 4 | 0.150000 | 819.600000 | -28.400000 | -3.350000 | 848.000000 |
| Sagax B | 4 | -2.070000 | 850.000000 | -35.000000 | -3.950000 | 885.000000 |
| Byggmax Group | 33 | -0.990000 | 926.640000 | -40.360000 | -4.170000 | 966.999990 |
| SKF B | 5 | -0.980000 | 939.250000 | -40.750000 | -4.160000 | 980.000000 |
| Sagax A | 4 | -3.210000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Alimak Group | 12 | -0.860000 | 963.600000 | -43.400000 | -4.310000 | 1007.000004 |
| Catena | 2 | 0.580000 | 760.800000 | -45.200000 | -5.610000 | 806.000000 |
| EQT | 4 | -2.540000 | 827.600000 | -45.400000 | -5.200000 | 873.000000 |
| Orrön Energy | 170 | -2.730000 | 1998.350000 | -47.650000 | -2.330000 | 2045.999980 |
| Platzer Fastigheter Holding B | 12 | -1.320000 | 896.400000 | -54.600000 | -5.740000 | 951.000000 |
| HEXPOL B | 8 | -6.120000 | 884.000000 | -73.000000 | -7.630000 | 957.000000 |
| Hexagon B | 26 | -1.610000 | 3329.300000 | -90.700000 | -2.650000 | 3420.000012 |
| VEF | 788 | -1.300000 | 1788.760000 | -114.240000 | -6.000000 | 1903.000300 |
| Sedana Medical | 93 | 0.940000 | 2589.120000 | -394.460000 | -13.220000 | 2983.577733 |
| TOTAL | 43555.080000 | -1320.500000 | -6.69856% | 44875.578016 |
Updated:¶
'2023-06-21 16:02:44.611263'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
